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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,838 | $81,208-50.9% | $98,916-59.7% | $79,858-50.1% |
| Participation rate | 56.7% | 72.5%-15.8pp | 76.0%-19.4pp | 69.6%-13.0pp |
| Annual return | 15.86% | 60.99%-45.1pp | 196.45%-180.6pp | 31.72%-15.9pp |
| Employer contribution / active EE | $737 | $1,960-62.4% | $2,689-72.6% | $2,471-70.2% |
| Participant deferral / active EE | $2,380 | $3,265-27.1% | $4,245-43.9% | $3,740-36.4% |
| Admin fee / account holder | $4,476 | $6,013-25.6% | $6,642-32.6% | $5,306-15.6% |